There are two parts of a Diagnostic or Equipment Checklist in P3 - the Diagnostic Checklist itself and the Diagnostic Components.

The Checklist is the grouping of everything that you want to check or review on a type of equipment.   Therefore, when a Checklist is created, it is associated with a single Equipment Type.  Each Equipment Type however, can have more than one Checklist; for example, you may have a short Checklist for a Service visit, but a longer Checklist for a Service Agreement Tune Up.

A Checklist consists of individual Diagnostic Components.  The Diagnostic Components are the individual items that you want to check - run amps, start amps, suction pressure, etc.

A Diagnostic Component has the following attributes:

• Name
• Type
• Associated Repair

Component Name is the label that you want displayed on the checklist that will be seen by both the technician and the customer.

There are two Component Types - Simple or Detailed.  With a Simple Component Type, the Technician will only be able to set the Status on the Checklist.  There are four statuses available to the Technician - OK, Should Repair, Must Repair, Not Checked.

A Detailed Component Type also contains a Status, but it also allows the Technicians to enter a measurement - the actual run amps for example.  Therefore, when creating a Detailed Component you must indicate the "unit" of what will be recorded by the Technician.

If the Technician indicates that a Component should be repaired, then most likely they will want to get pricing to show the Customer how much it will be to fix it.  This is where the Associated Repair comes in.  The Associated Repair is the designated Repair page that is linked to the Component in the app.  For example, if the Run Amps are too high, then most likely you will need to replace the run capacitor and therefore, the Associated Repair would be the Capacitor Repair page.

Related Articles:

• How to Create Diagnostic Checklists
• How to Create Diagnostic Components